Client Engagement Consultant - Sandton, South Africa - Discovery Ltd.

Discovery Ltd.

Verified Company

Sandton, South Africa

2 weeks ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

Business Unit:
Discovery Connect
Function:Banking
Date:16 Apr 2024
About Discovery Connect Distribution Services

Discovery Connect uses the world's foremost lead generation and conversion techniques to deliver the highest quality sales and service for all Discovery's products. We aim to cover one million lives by 2023 with our extensive product range from health insurance, long and shortterm insurance and investments, to banking and Vitality.
The
Client Engagement Consultant is responsible for welcoming new clients that have joined the Discovery Bank through Discovery Connect. The consultant will make outbound calls to new joiners to provide the client with more information about the banks products and rewards, help clients navigate the app and assist them with any additional queries. The consultant will be required to position an upsell Bank products to new clients that meet the upsell criteria. The consultant will be required to coordinate their own administration and maintain accurate details and statistics of all queries, the role requires employees to be permanently based at the office.
Key Purpose
The key purpose for the consultant is to drive client engagement on the bank product by conducting welcome calls and conservation calls during which they will service any client queries, help the client navigate the bank offering and ensuring that the client is on the correct product based on the client profile.

Key Outcomes may include but are not limited to:

Perform outbound calls to new clients joining the bank.
Perform outbound calls to existing client wanting to close their account.
Position an upsell to clients that meet the criteria.
Keep accurate statistics of all welcome and conservation calls.
Attending to general administration requirements of the client.
Attends to requests from management.
Escalate and follow up on any queries the team are unable to assist with.
Ensures that current service level agreements are met.
Achieve Quality targets set out in as per the DCDS QA criteria requirements.

Work Experience

1, At least 3 years customer service experience within the service environment
2. At least 2 years sales experience

Education / Qualifications / Accreditations with Professional Body

1. Grade 1 2. FAIS Accredited qualification

Technical Skills or Knowledge

Excellent written and verbal communication skills in English
Excellent administration skills
Sales skills
Writes and speaks fluently, clearly, correctly and convincingly.
Product knowledge and expertise
EMPLOYMENT EQUITY

The Company's approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.